Microsoft Dynamics 365- Finance

WEBINAR AGENDA & INTRODUCTION TO THE SOLUTION CONSULTING

Get to know us, our expertise with Microsoft products, our accomplishments in brief, and our vision for businesses in 2023.

OUR APPROACH TO DIGITAL TRANSFORMATION

Explore digital transformation through an ‘Iceberg Concept’. Discover the key ingredients in this transformation and its deep impact on organizations that effectively extends beyond the implementation process.

MICROSOFT DYNAMICS 365 OVERVIEW

A quick glimpse into Microsoft’s suite of solutions, their deep capabilities, flexible customizations, and their power to form hyperconnected sustainable businesses. How is it different from other Tier 1 ERPs?

SESSION 1 – D365 FINANCE: MODULES & KEY FUNCTIONALITIES

Get a gist of this unified dynamic solution, its seamless interface, the workspace concept, and the key modules that come under D365 Finance.

#1 GENERAL LEDGER

A brief rundown of the different tabs that come under General Ledger: Configurable Chart of Accounts, Concept of Financial Dimensions, Configurable Financial Year, Allocation Concept, Period Close Workspace, Easy Year End Closing Procedure, and the Concept of Sub-Ledger.

#2 TAX MODULE

Get an overview of the concepts that come under this module: Configurable Tax Parameters, and Localization for Different Countries.

#3 BUDGETING MODULE

Form a deeper idea of the tabs that come under Budgeting: Budget Planning, Budget Control, Budget Management without Control.

#4 CASH & BANK MANAGEMENT

Get a deeper understanding of this module by exploring the following capabilities: Manage Bank Accounts, Auto Bank Reconciliation, and Facilities Management.

#5 ACCOUNTS PAYABLE & VENDOR COLLABORATION

Explore the exceptional capabilities integrated with this critical module: Vendor Management, PO Invoicing, Invoice without Purchase Order, and Invoice Submission through Vendor Portal.

#6 ACCOUNTS RECEIVABLE & CREDIT AND COLLECTIONS

Form a deeper idea of the key capabilities that come under this critical module: Customer Management, Credit Limit Management, Sales Order Invoicing, Invoicing without Sales Order, Follow-Up Letters, and Receivable Management.

#7 FIXED ASSET

Get an overview of the Fixed Asset Module by exploring its key concepts: Fixed Asset Master, Fixed Asset Acquisition, Fixed Asset Depreciation, and Fixed Asset Disposal.

#8 OTHER MODULES RELATED TO FINANCE

Explore further the extensive range of core modules related to Finance: Asset Management, Expense Management, Cost Management, Project Accounting, and Subscription Billing.

SESSION 2 – D365 FINANCE & OPERATIONS: REPORTING CAPABILITIES

Get an idea of the robust and real-time reporting capabilities offered by Dynamics 365 leveraging the power of Power BI. Dive into the various types of reports available within the platform to closely understand the capability.

MODERN FINANCE WITH AI & PA

Microsoft is positioned as a frontrunner in implementing AI and process automation to streamline and automate modern business processes. Get to know how Dynamics 365 lets businesses leverage this innovation to scale success.

Q&A

The speaker addresses relevant questions from the audience.